Big product news! 🎉
We’ve announced the launch of CoPlanner, a new eMoney feature that helps advisors generate high-quality financial plans in seconds while staying in full control of every recommendation. By analyzing a client’s entire financial picture, CoPlanner surfaces personalized strategies that advisors can review, refine, or apply—cutting plan-building time by up to 48% during beta testing.
It’s being showcased this week at the T3 Technology Conference (March 10-12) and will be available in all eMoney planning packages starting March 25. Read the official press release here.
Why This Matters to eMoney
- Strengthens our leadership in financial planning innovation. CoPlanner reinforces eMoney’s position as a leader in delivering advanced planning technology to advisors and firms.
- Helps advisors scale planning without increasing workload. By reducing plan-building time, advisors can create high-quality plans for more clients while maintaining the depth and rigor they expect from eMoney.
- Keeps advisors in control while leveraging powerful technology. CoPlanner accelerates the planning process but preserves transparency, advisor judgment, and full control over recommendations.
- Expands access to meaningful financial planning. Faster plan creation helps advisors bring comprehensive planning to more clients.
- Advances eMoney’s mission. CoPlanner helps advisors spend less time on manual analysis and more time helping clients talk about money and achieve their financial goals.
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